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Recent Research
Nov 23, 2015
MRK.US: First anti-IDO/PD1 data appears no better than current standard of care
Much anticipated IDO+PD1 combo data faces high hurlde... IDO inhibition is one of many newer immunotherapies that are beginning to enter...
Oct 26, 2015
MRK.US: Keytruda survival data in strongly PD-L1 +ve lung cancer may cast a transient shadow over Op
Can Merck undercut Bristol in the PD-1 lung cancer market? While Opdivo currently has the best label of the newly approved anti PD-1s in...
Oct 11, 2015
BMY:US Opdivo approved in 2L non-squamous lung without mandatory PD-L1 testing, but FDA label challe
The FDA approved in 2nd line lung cancer for Bristol-Myers’ Opdivo and Merck’s Keytruda. The headline is of course that the FDA did not...
Sep 29, 2015
ROG.VX: Bleak outlook for BIRCH FIR & POPLAR
Roche’s atezolizumab data appears uncompetitive in both 1st and 2nd line lung cancer New data at the European Cancer Congress confirms...
Sep 9, 2015
New data at WCLC may shrink PD-1 lung cancer opportunity. Bristol still leads but Roche’s PD-L1 may
Updated data presented this week at the World Conference on Lung cancer revealed Bristol’s anti PD1 immunotherapy Opdivo failed to...
Jul 13, 2015
ROG.VX: MPDL3280a likely first in bladder, but market worth $100m as pricing already set
Roche's MPDL3280a in bladder cancer is likely to be first anti PD-1/PD-L1 in this setting, but competitors are setting the price and...
Jun 2, 2015
Far from a level playing field in lung post ASCO
Opdivo still leads in lung cancer, though PD1 market continues to shrink from consensus' lofty expectations... Overall this year’s ASCO...
May 29, 2015
BMY.US: Opdivo not better than chemo in 44% of 2nd line lung cancer
Opdivo not better than chemo in 44% of 2nd line lung cancer: non-squamous, PD-L1-ve in CHECKMATE 057 As we suspected in our previous...
May 19, 2015
ROG.VX: Roche's anti PD-L1 must be restricted in 2nd line lung unlike competitor, without superi
Roche's MPDL worse than chemo in 2nd line PD-L1-ve lung, but doesn't have better data in PDL1 +ves either Much excitement has been caused...
Mar 31, 2015
Honing in on targeted therapy may take the sting out of the PD-1 market
Anti PD-1 commercial potential may be vastly overestimated With PD-1 checkpoint inhibition clearly set to improve the landscape of cancer...
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